Welch & Forbes LLC

Position in SMBC — Southern Missouri Bancorp, Inc.

CIK 105495 Boston, MA

Position in SMBC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$457,260

+$73,620 QoQ

Shares Held

6,000

0.0% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#86

of 150 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $5,769,939 across 5 Banks - Regional names. SMBC ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	9,520	$2,344,014
2	USB	US Bancorp \De\	24,552	$1,482,940
3	TFC	Truist Financial Corp	19,990	$995,901
4	MTB	M&T Bank Corp	2,058	$489,824
5	SMBC	Southern Missouri Bancorp, Inc. This page	6,000	$457,260

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,260	6,000	0.0%	Shares	Sole	2026-07-30
2026-03-31	$383,640	6,000	-1.6%	Shares	Sole	2026-05-01
2025-12-31	$360,572	6,099	0.0%	Shares	Sole	2026-02-10
2025-09-30	$320,563	6,099	0.0%	Shares	Sole	2025-11-04
2025-06-30	$334,103	6,099	0.0%	Shares	Sole	2025-08-05
2025-03-31	$317,269	6,099	-6.8%	Shares	Sole	2025-05-02
2024-12-31	$375,257	6,541	-6.1%	Shares	Sole	2025-02-07
2024-09-30	$393,452	6,965	0.0%	Shares	Sole	2024-11-04
2024-06-30	$313,494	6,965	0.0%	Shares	Sole	2024-08-02
2024-03-31	$304,440	6,965	-9.1%	Shares	Sole	2024-05-03
2023-12-31	$409,234	7,665	-7.5%	Shares	Sole	2024-02-06
2023-09-30	$320,740	8,290	-6.8%	Shares	Sole	2023-11-03
2023-06-30	$341,897	8,892	-11.0%	Shares	Sole	2023-07-28
2023-03-31	$373,763	9,991	—	Shares	Sole	2023-04-14
No filing history on record for this holder in this stock.